Company Overview
Strategy Inc, together with its subsidiaries, operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally. It offers investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed income instruments. The company also provides AI-powered enterprise analytics software, including Strategy One, which provides non-technical users with the ability to directly access novel and actionable insights for decision-making. In addition, the company provides Strategy Mosaic, a universal intelligence layer that offers enterprises with consistent definitions and governance across data sources, regardless of where that data resides or which tools access it. The company was formerly known as MicroStrategy Incorporated and changed its name to Strategy Inc in August 2025. The company was incorporated in 1989 and is headquartered in Tysons Corner, Virginia.
Why Investors Should Care
Carries low leverage with a debt-to-equity ratio of 0.15.
Recent Developments
- Dec 2025 Revenue of $477.23M (+3.0% YoY); net profit $-3.85B.
- Trailing 12 Months Year-on-year growth — revenue +6.9%.
- 5-Year Trend Long-term compounding — revenue CAGR 1.5%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 1.47% |
| 1 Year: | 6.90% |
Stock Price Performance
| 1 Year: | -63.38% |
| 6 Months: | +6.94% |
| 3 Months: | +18.57% |
| 1 Month: | +47.44% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)66.20 · Neutral
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
No notable strengths flagged.
CONS
- Trading 63.4% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Technology).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSTR Strategy Inc NDXR3KTECH | 142.80 | -1.44 | $52.06B | 0.00% | -8.90% | -63.56% | 1.47% | - |
| 2 | NVDA NVIDIA Corporation NDXSPXR3KAITECH | 230.36 | 35.28 | $5.58T | 0.46% | 74.66% | 114.29% | 24.64% | 32.12% |
| 3 | AAPL Apple Inc. NDXSPXR3KTECH | 319.97 | 36.69 | $4.67T | 0.35% | 68.72% | 148.75% | 1.81% | 3.92% |
| 4 | MSFT Microsoft Corporation NDXSPXR3KAITECH | 499.70 | 27.85 | $3.71T | 0.73% | 26.33% | 34.04% | 9.93% | 11.90% |
| 5 | TSM Taiwan Semiconductor Manufacturing Company Limited AITECH | 426.34 | 37.46 | $2.21T | 0.91% | 30.20% | 39.97% | 18.94% | 19.57% |
| 6 | AVGO Broadcom Inc. NDXSPXR3KAITECH | 357.90 | 59.55 | $1.70T | 0.62% | 16.70% | 37.28% | 17.04% | 54.08% |
| 7 | MU Micron Technology, Inc. NDXSPXR3KAITECH | 1,016.59 | 22.97 | $1.15T | 0.06% | 13.69% | 66.64% | 13.68% | 26.02% |
| 8 | AMD Advanced Micro Devices, Inc. NDXSPXR3KAITECH | 477.57 | 122.14 | $779.62B | 0.00% | 5.47% | 10.20% | 11.81% | 66.28% |
| 9 | ASML ASML Holding N.V. NDXAITECH | 1,714.88 | 58.49 | $658.69B | 0.53% | 42.97% | 53.94% | 15.55% | 19.55% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Jun 2016 | Sep 2016 | Dec 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Dec 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Dec 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Dec 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | 122.23M | 119.22M | 126.01M | 136.38M | 122.97M | 120.60M | 122.15M | 131.92M | 115.37M | 117.74M | 119.69M | 133.53M | 111.42M | 110.58M | 127.41M | 131.32M | 122.90M | 125.35M | 127.99M | - | 119.28M | 122.07M | 125.36M | - | 121.92M | 120.40M | 129.46M | - | 115.25M | 111.44M | 116.07M | - | 111.07M | 114.49M | 128.69M | 124.30M | 122.37M |
| Gross Profit | 99.04M | 106.96M | 116.82M | 99.10M | 94.84M | 101.62M | 111.63M | 97.78M | 95.56M | 98.76M | 106.03M | 89.19M | 92.39M | 95.88M | 108.89M | 86.88M | 86.59M | 105.67M | 110.53M | 100.35M | 102.31M | 105.67M | - | 93.60M | 96.87M | 99.97M | - | 93.97M | 93.28M | 102.80M | - | 85.23M | 80.51M | 81.72M | - | 77.09M | 78.74M | 90.68M | 83.35M | 81.55M |
| Operating Income | 21.08M | 30.01M | - | 20.84M | 14.08M | 21.17M | - | 715.00K | -1.80M | 7.22M | - | -10.39M | -4.83M | 4.59M | - | -72.00K | 6.33M | -20.27M | - | -183.15M | -414.25M | -49.66M | - | -169.96M | -918.12M | 6.06M | - | -20.31M | -26.71M | -25.25M | - | -203.70M | -200.27M | -432.58M | - | -5.92B | 14.03B | 3.89B | -14.47B | -8.33B |
| Net Income | 18.88M | 26.63M | 31.12M | 15.56M | 9.95M | 18.18M | -25.50M | 1.67M | 4.83M | 12.70M | 3.30M | -7.91M | 20.39M | 9.70M | 12.17M | 657.00K | 3.39M | -14.23M | 2.66M | -110.02M | -299.35M | -36.14M | -89.98M | -130.75M | -1.06B | -27.08M | -249.67M | 461.19M | 22.24M | -143.44M | 89.13M | -53.12M | -102.56M | -340.17M | -670.81M | -4.22B | 10.02B | 2.79B | -12.54B | -8.22B |
| Diluted EPS | 1.64 | 2.31 | 2.69 | 1.34 | 0.86 | 1.58 | -2.23 | 0.15 | 0.42 | 1.10 | 0.30 | -0.77 | 1.98 | 0.94 | 1.18 | 0.07 | 0.35 | -1.48 | 0.27 | -11.40 | -30.71 | -3.61 | - | -11.58 | -94.01 | -2.39 | - | 31.79 | 1.52 | -1.01 | - | -0.31 | -0.57 | -1.72 | - | -16.49 | 32.60 | 8.42 | -38.25 | -24.45 |
| R&D Expense | 19.16M | 18.07M | - | 18.43M | 19.56M | 19.36M | - | 23.56M | 25.08M | 25.83M | - | 28.21M | 27.76M | 27.46M | - | 26.10M | 25.87M | 26.64M | - | 29.48M | 28.55M | 28.21M | - | 33.52M | 31.79M | 30.50M | - | 31.36M | 29.35M | 29.66M | - | 29.18M | 30.31M | 33.30M | - | 24.42M | 24.07M | 22.60M | 24.66M | 23.10M |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 377.79M | 454.58M | 537.17M | 565.72M | 575.89M | 579.83M | 529.87M | 513.59M | 503.84M | 497.64M | 486.33M | 480.74M | 510.76M | 499.26M | 496.26M | 463.46M | 477.23M |
| Gross Profit | 311.19M | 348.49M | 406.47M | 424.65M | 437.32M | 444.62M | 428.76M | 420.44M | 407.19M | 398.14M | 386.35M | 389.68M | 418.85M | 396.27M | 386.32M | 333.99M | 327.82M |
| Operating Income | 86.30M | 50.59M | 20.87M | 33.10M | 19.44M | 5.10M | 134.02M | 109.51M | 73.22M | 3.98M | -1.00M | -13.62M | -784.53M | -1.28B | -115.05M | -1.85B | -5.44B |
| Net Income | 74.84M | 43.79M | 17.94M | 20.55M | 83.33M | 5.04M | 105.93M | 92.24M | 18.20M | 22.50M | 34.35M | -7.52M | -535.48M | -1.47B | 429.12M | -1.17B | -3.85B |
| Diluted EPS | 6.09 | 3.72 | 1.62 | 1.84 | 7.37 | 0.44 | 9.18 | 8.01 | 1.58 | 1.97 | 3.33 | -0.78 | -53.44 | -12.98 | 2.64 | -6.06 | -15.23 |
| R&D Expense | 41.80M | 50.57M | 67.86M | 88.19M | 98.06M | 103.36M | 65.21M | 73.14M | 78.77M | 102.50M | 109.42M | 103.56M | 117.12M | 127.43M | 120.53M | 118.49M | 93.86M |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 381.57M | 453.85M | 477.94M | 585.51M | 558.80M | 656.89M | 768.32M | 933.22M | 855.77M | 916.57M | 1.47B | 3.56B | 2.41B | 4.76B | 25.84B | 61.64B |
| Total Equity | 138.04M | 214.23M | 149.17M | 168.98M | 200.31M | 310.33M | 324.47M | 455.28M | 566.32M | 605.73M | 529.73M | 508.56M | 446.19M | 978.96M | -383.12M | 2.16B | 18.23B | 44.12B |
| Cash & Equivalents | 122.92M | 224.77M | 174.10M | 199.63M | 224.39M | 220.17M | 146.92M | 292.34M | 401.98M | 420.24M | 109.92M | 456.73M | 59.67M | 63.36M | 43.84M | 46.82M | 38.12M | 2.30B |
| Long Term Debt | - | - | - | - | - | - | - | - | - | - | - | - | 486.37M | 2.16B | 2.38B | 2.18B | 7.19B | 8.16B |
| Total Liabilities | - | - | 232.39M | 284.87M | 277.63M | 275.19M | 234.33M | 201.61M | 216.14M | 327.49M | 326.04M | 408.01M | 912.57M | 2.58B | 2.79B | 2.60B | 7.61B | 10.60B |
| Current Liabilities | - | - | 186.57M | 218.39M | 219.16M | 233.52M | 197.30M | 172.66M | 185.49M | 270.94M | 258.27M | 269.82M | 285.62M | 311.99M | 317.40M | 323.27M | 355.38M | 456.49M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 96.44M | 75.83M | 60.81M | 49.88M | 29.93M | 14.60M | 149.70M | 110.59M | 78.32M | 10.63M | 60.87M | 53.62M | 93.83M | 3.21M | 12.71M | -53.03M | -67.24M |
| Investing Cash Flow | 2.64M | -17.43M | -36.18M | -35.83M | -54.93M | -82.11M | -7.68M | 4.34M | -69.73M | -209.06M | 353.69M | -1.02B | -2.63B | -278.59M | -1.91B | -22.09B | -22.51B |
| Financing Cash Flow | 2.06M | -107.10M | 2.46M | 9.76M | 21.64M | -1.47M | 9.18M | -1.00M | 1.66M | -108.52M | -66.15M | 563.23M | 2.54B | 265.19M | 1.89B | 22.13B | 24.84B |
| Capital Expenditure | -18.27M | -16.29M | -36.69M | -29.62M | -11.04M | -12.40M | -3.48M | -2.34M | -3.98M | -6.85M | -10.18M | -3.65M | -2.71M | -2.49M | -2.94M | -2.98M | -8.21M |
| Free Cash Flow | 78.18M | 59.54M | 24.12M | 20.26M | 18.89M | 2.20M | 146.22M | 108.25M | 74.34M | 3.78M | 50.69M | 49.97M | 91.13M | 725.00K | 9.77M | -56.01M | -75.45M |
| Share Buybacks | 0 | 108.99M | 0 | 0 | - | - | - | 0 | 0 | 110.98M | 72.72M | 123.22M | 0 | 0 | - | - | - |
Ratios (Annual)
Figures in %.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | 82.4% | 76.7% | 75.7% | 75.1% | 75.9% | 76.7% | 80.9% | 81.9% | 80.8% | 80.0% | 79.4% | 81.1% | 82.0% | 79.4% | 77.8% | 72.1% | 68.7% |
| Operating Margin % | 22.8% | 11.1% | 3.9% | 5.9% | 3.4% | 0.9% | 25.3% | 21.3% | 14.5% | 0.8% | -0.2% | -2.8% | -153.6% | -255.5% | -23.2% | -399.8% | -1,140.8% |
| Net Margin % | 19.8% | 9.6% | 3.3% | 3.6% | 14.5% | 0.9% | 20.0% | 18.0% | 3.6% | 4.5% | 7.1% | -1.6% | -104.8% | -294.4% | 86.5% | -251.7% | -806.3% |
| ROE % | 34.9% | 29.4% | 10.6% | 10.3% | 26.9% | 1.6% | 23.3% | 16.3% | 3.0% | 4.2% | 6.8% | -1.7% | -54.7% | 383.6% | 19.8% | -6.4% | -8.7% |
| ROCE % | - | 25.9% | 8.9% | 12.8% | 5.5% | 1.4% | 27.7% | 18.8% | 11.1% | 0.7% | -0.2% | -1.2% | -24.2% | -61.0% | -2.6% | -7.3% | -8.9% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Capital International Investors | 9.57% | 34.90M | $4.44B |
| 2 | Blackrock Inc. | 5.32% | 19.39M | $2.47B |
| 3 | Vanguard Portfolio Management LLC | 4.21% | 15.35M | $1.95B |
| 4 | Vanguard Capital Management LLC | 4.10% | 14.94M | $1.90B |
| 5 | Morgan Stanley | 2.56% | 9.33M | $1.19B |
| 6 | Invesco Ltd. | 2.56% | 9.34M | $1.19B |
| 7 | State Street Corporation | 2.06% | 7.53M | $958.33M |
| 8 | Goldman Sachs Group Inc | 1.59% | 5.81M | $739.69M |
| 9 | UBS Group AG | 1.36% | 4.94M | $629.35M |
| 10 | Geode Capital Management, LLC | 1.26% | 4.61M | $586.49M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for MSTR
Strategy Is Down More Than 50% in 12 Months. One Analyst Thinks the Stock Is About to Triple
One analyst has a price target on Strategy that would require the stock to do something most investors would consider almost impossible right now, and his reasoning is harder to dismiss than it sounds.…
MicroStrategy Drops $250 Bitcoin Jordans. But You Can’t Buy With Crypto
MicroStrategy now sells $250 Bitcoin Jordans. Nike stock has lost almost half its value in a year. Can crypto fans help?
Michael Saylor's Strategy Continues to Sell Bitcoin. That's Why I'm Doubling Down on Bitcoin Right Now.
One company deciding to sell some Bitcoin doesn't mean much of anything in the big scheme of things.
Bitmine Sinks 6%, Strategy Slips: Is the Crypto Treasury Trade Unwinding?
Bitmine just surrendered a big slice of its 37% monthly run while Strategy barely flinched, even though both coins fell together. What separates the two crypto treasury stocks matters more today than the coins themselves.…
Michael Saylor Says Strategy Now Has More Reserve Capital Than Every S&P 500 Finance Giant Except Berkshire Hathaway: 'Our Ambition Is to…'
Michael Saylor highlighted on Wednesday that Strategy Inc. now has more "Total Reserve Capital" than any other financial-services company in the S&P 500 index except Berkshire Hathaway Inc.. Strategy Flexes Its Reserve Capital’ Saylor poste…
Michael Saylor Says ‘We’re Back’ as Strategy Resumes Bitcoin Buying. What Comes Next for MSTR Stock.
Strategy’s return to Bitcoin buying after a 10-week pause comes as the cryptocurrency’s sharp rebound improves the outlook for its massive holdings and raises fresh questions about what comes next for MSTR stock.…
MSTR — Frequently Asked Questions
What is the current share price of Strategy Inc (MSTR)?
As of 2026-09-07 16:24 PDT, Strategy Inc (MSTR) trades at $142.80 on NasdaqGS. Its 52-week range is $82.31 to $389.90.
What is the market capitalisation of MSTR?
Strategy Inc (MSTR) has a market capitalisation of $52.06B on NasdaqGS.
What is the P/E ratio of MSTR?
MSTR trades at a trailing price-to-earnings (P/E) ratio of -1.44. The industry average P/E is 32.42. Its price-to-book (P/B) ratio is 1.20.
What is the return on equity (ROE) of MSTR?
MSTR has a return on equity (ROE) of -63.56%. Its return on capital employed (ROCE) is -8.90%.
Is MSTR a good stock to buy?
This page provides a data-driven analysis of Strategy Inc (MSTR), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.